Mahal sih belon tentu juga ya pak.. kita liat aja ntar total shares outstandingnya brp.. trus harga 11000an itu cerminan multiple berapa kali EV/Reserves(reservesnya/cadangannya harus disamakan kadar kalorinya dulu ama temen2nya) ato EV/Ebitda forward taun depan...
kalo multiple relative valuasinya lebih mahal dr peers, nah baru deh itu mahal en kebangeten.. tp kayanya mah mahal nih.. belagu soalnya... --- In obrolan-bandar@yahoogroups.com, Dodik SUDIYONO <[EMAIL PROTECTED]> wrote: > > mahal banget ... 11.000 an .. kalo di guyur ampe 100 perak gimana > rasanya yah ... > > > > Data Saham wrote: > > > > mahal harganya...11. 000- 15.000, mending beli BUMI, PTBA, KARK, > > PKPK, DEWA, MYRX hehehe.... > > > > */kang_ocoy_maen_ saham <kang_ocoy_maen_ [EMAIL PROTECTED] com>/* wrote: > > > > > > Hah, presentasinya dodol ya pak.. untung saya ga dateng, pilih stay di > > kantor aja ngamatin "crash" sesi 1... > > > > wah gile UBS jawab gitu?, suruh itung ndiri?, nyakitin bener yah.. > > gile kalo saya yg digituin mah bener2 jd enggan masuk.., kaya yg > > paling leverage aja,.. coba kita lihat ntar di prospektusnya (saya > > blon dapet).., kalo Coal Qualitynya ga sebagus BUMI, dan cadangannya > > ga sebanyak PTBA.. udah gitu ditawarin premium.., mmmh... sumpahin > > ntar melantai trus diinjek dah mudah2an... udah mah punya THAILAND > > (BANPU) lg, bukan Indonesia punya.., > > > > eh atau jgn2 si underwriter jawab gitu krn dy ga nguasain materi di > > prospektus kali yah??.. > > > > bottomlinenya presentasi td pak.. menurut underwriter si > > Indotambangraya ini positioningnya dimana?, reserves yg lebih baik > > kualitas ato kuantitasnya? , margin yg gede dan cost yg murah (angkut > > dan keruk tambangnya?) ,ato emang ditawarkan "diskon" dibanding > > peers?? > > > > ato keunggulannya ya ke"belaguan" nya itu td??... > > > > --- In obrolan-bandar@ yahoogroups. com > > <mailto:obrolan-bandar%40yahoogroups.com>, "Investor Sukses" > > <investor.sukses@ ...> wrote: > > > > > > Dear all, > > > > > > This is my first email in these forums, so... hi to all of you. > > > > > > I just got out from Indo Tambangraya Public Expose; the quality > > of the > > > information provided and the attitude of the presenters made me > > sick. > > > Despite the thick prospectus, the company & underwriter: > > > > > > 1) Provide next-to-nothing information on how the price was derived > > > at. Bapak Agung Prabowo, representing UBS, the underwriter, in > > > response to the audience questions, said "We provide detailed > > > information in the Prospectus. We believe you can do your own > > > calculation" . A rather arrogant response. > > > > > > 2) Even though it was provided on screen as a presentation, they did > > > not provide any handout. The presentation discusses the company's > > > performance and industry situation that will allow us to understand > > > the company more easily (and compare it with others in its > > industry). > > > > > > I am sure that when those guys go on roadshows, they would provide > > > more information than what they give us (local investors). Also, > > they > > > would provide straight answers rather than what pak Agung gave > > during > > > the public expose. It is demeaning to be treated as such. > > > > > > So, I propose that we form some sort of capital market transparency > > > committee/group that promotes transparency (it is also in our best > > > interest, right?) - perhaps coordinated by the > > > leaders/moderators/ activits of obrolan-bandar and saham mailing > > > groups. Such committee would function as our voice to the those > > > (arrogant) companies and underwriters. Also, we can use the > > committee > > > to ask questions directly to the issuers/companies. If done > > > correctly, I am sure we will get the support from Bapepam, BEJ and > > > other authorities. > > > > > > What do you think? > > > > > > IS > > > > > > > > > Never miss a thing. Make Yahoo your homepage. > > <http://us.rd.yahoo.com/evt=51438/*http://www.yahoo.com/r/hs> > > >
